Air Transportation, Scheduled
Standard Industrial Classification: SIC 4512
Industry Insider Sentiment Analysis
The Air Transportation, Scheduled sector (SIC 4512) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.
| Filing Date | Trade Date | Ticker | Company | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After |
|---|---|---|---|---|---|---|---|---|---|---|
| 2023-08-12 00:20 | 2023-08-11 | ALGT | Allegiant Travel Company | ELLMER GARY | Director | SELL | $104.76 | 2,000 | $209,520 | 10,490 |
| 2023-08-10 23:30 | 2023-08-09 | DAL | DELTA AIR LINES, INC. | Sear Steven M | Officer | SELL | $45.52 | 12,129 | $552,112 | 85,708 |
| 2023-08-09 20:05 | 2023-08-07 | SNCY | Sun Country Airlines Holdings, Inc. | Whitney Grant | Officer | OPT+S | $16.53 | 10,358 | $171,242 | 12,103 |
| 2023-08-08 20:03 | 2023-08-04 | ULCC | Frontier Group Holdings, Inc. | Dempsey James G. | Officer | OPT+S | $8.26 | 183,464 | $1,516,238 | 87,507 |
| 2023-08-09 00:30 | 2023-08-07 | DAL | DELTA AIR LINES, INC. | Carter Peter W | Officer | SELL | $45.00 | 17,944 | $807,480 | 166,192 |
| 2023-08-08 20:04 | 2023-08-04 | ULCC | Frontier Group Holdings, Inc. | Biffle Barry | Director, Officer | SELL | $8.02 | 473,647 | $3,796,991 | 800,537 |
| 2023-08-07 21:06 | 2023-08-03 | SNCY | Sun Country Airlines Holdings, Inc. | Levenhagen Eric | Officer | OPT+S | $20.42 | 114,879 | $2,345,622 | 11,855 |
| 2023-08-04 23:30 | 2023-08-02 | DAL | DELTA AIR LINES, INC. | Carter Peter W | Officer | SELL | $45.00 | 7,056 | $317,520 | 184,136 |
| 2023-07-27 00:07 | 2023-07-24 | UAL | United Airlines Holdings, Inc. | LADERMAN GERALD | Officer | SELL | $57.05 | 4,491 | $256,212 | 133,213 |
| 2023-07-21 23:30 | 2023-07-20 | DAL | DELTA AIR LINES, INC. | HUERTA MICHAEL P | Director | SELL | $48.43 | 3,350 | $162,244 | 27,465 |
| 2023-07-14 22:41 | 2023-07-12 | SNCY | Sun Country Airlines Holdings, Inc. | Bricker Jude | Director, Officer | OPT+S | $23.40 | 37,787 | $884,046 | 76,691 |
| 2023-07-13 02:18 | 2023-07-11 | SNCY | Sun Country Airlines Holdings, Inc. | Gyurci John | Officer | OPT+S | $23.18 | 15,000 | $347,627 | 10,178 |
| 2023-07-07 19:03 | 2023-07-05 | SNCY | Sun Country Airlines Holdings, Inc. | Trousdale William | Officer | SELL | $22.18 | 998 | $22,138 | 12,990 |
| 2023-07-06 00:31 | 2023-07-03 | SNCY | Sun Country Airlines Holdings, Inc. | Whitney Grant | Officer | SELL | $22.43 | 396 | $8,882 | 15,732 |
| 2023-07-06 00:29 | 2023-07-03 | SNCY | Sun Country Airlines Holdings, Inc. | Trousdale William | Officer | SELL | $22.42 | 443 | $9,932 | 13,988 |
| 2023-07-06 00:26 | 2023-07-03 | SNCY | Sun Country Airlines Holdings, Inc. | Neale Erin Rose | Officer | SELL | $22.43 | 781 | $17,515 | 23,931 |
| 2023-07-06 00:24 | 2023-07-03 | SNCY | Sun Country Airlines Holdings, Inc. | Mays Gregory A. | Officer | SELL | $22.43 | 868 | $19,468 | 31,573 |
| 2023-07-06 00:21 | 2023-07-03 | SNCY | Sun Country Airlines Holdings, Inc. | Levenhagen Eric | Officer | SELL | $22.42 | 387 | $8,677 | 12,725 |
| 2023-07-06 00:16 | 2023-07-03 | SNCY | Sun Country Airlines Holdings, Inc. | Gyurci John | Officer | SELL | $22.41 | 310 | $6,947 | 10,178 |
| 2023-07-06 00:09 | 2023-07-03 | SNCY | Sun Country Airlines Holdings, Inc. | Davis Brian Edward | Officer | SELL | $22.42 | 387 | $8,678 | 12,725 |
| 2023-07-06 00:36 | 2023-07-03 | SNCY | Sun Country Airlines Holdings, Inc. | Bricker Jude | Director, Officer | SELL | $22.44 | 6,366 | $142,848 | 76,691 |
| 2023-07-06 00:13 | 2023-07-03 | SNCY | Sun Country Airlines Holdings, Inc. | DAVIS DAVID M | Director, Officer | SELL | $22.44 | 1,472 | $33,029 | 31,490 |
| 2023-06-17 01:43 | 2023-06-15 | UAL | United Airlines Holdings, Inc. | Hart Gregory L | Officer | SELL | $52.26 | 12,000 | $627,120 | 26,434 |
| 2023-06-16 01:08 | 2023-06-13 | SNCY | Sun Country Airlines Holdings, Inc. | SCA Horus Holdings, LLC | 10% owner | SELL | $20.15 | 3,440,000 | $69,316,000 | 15,392,497 |
| 2023-06-13 23:09 | 2023-06-09 | SNCY | Sun Country Airlines Holdings, Inc. | Mays Gregory A. | Officer | SELL | $19.61 | 2,255 | $44,221 | 32,441 |
| 2023-06-13 03:01 | 2023-06-08 | ULCC | Frontier Group Holdings, Inc. | Biffle Barry | Director, Officer | OPT+S | $9.22 | 386,333 | $3,562,570 | 78,949 |
| 2023-06-09 20:46 | 2023-06-07 | SNCY | Sun Country Airlines Holdings, Inc. | Bricker Jude | Director, Officer | SELL | $19.70 | 79,938 | $1,574,403 | 83,057 |
| 2023-06-10 00:12 | 2023-06-08 | ALK | Alaska Air Group Inc. | MINICUCCI BENITO | Director, Officer | SELL | $48.73 | 5,000 | $243,659 | 114,506 |
| 2023-06-09 20:48 | 2023-06-08 | SNCY | Sun Country Airlines Holdings, Inc. | DAVIS DAVID M | Director, Officer | SELL | $19.98 | 940 | $18,777 | 32,962 |
| 2023-06-08 18:14 | 2023-06-06 | ULCC | Frontier Group Holdings, Inc. | Biffle Barry | Director, Officer | OPT+S | $9.29 | 137,297 | $1,275,297 | 253,949 |
| 2023-06-07 21:53 | 2023-06-05 | SNCY | Sun Country Airlines Holdings, Inc. | Gyurci John | Officer | OPT+S | $19.00 | 2,000 | $38,000 | 10,488 |
| 2023-06-07 21:52 | 2023-06-05 | SNCY | Sun Country Airlines Holdings, Inc. | Trousdale William | Officer | OPT+S | $18.94 | 2,414 | $45,716 | 14,431 |
| 2023-06-06 23:36 | 2023-06-02 | SNCY | Sun Country Airlines Holdings, Inc. | Neale Erin Rose | Director, Officer | SELL | $19.39 | 3,932 | $76,223 | 24,712 |
| 2023-06-02 23:30 | 2023-05-31 | DAL | DELTA AIR LINES, INC. | Smith Joanne D | Officer | SELL | $36.90 | 7,513 | $277,230 | 107,782 |
| 2023-06-02 23:47 | 2023-06-01 | ALGT | Allegiant Travel Company | DeAngelo Scott Wayne | Officer | SELL | $98.31 | 707 | $69,504 | 97,552 |
| 2023-06-01 16:37 | 2023-05-30 | SNCY | Sun Country Airlines Holdings, Inc. | Trousdale William | Officer | OPT+S | $18.33 | 2,500 | $45,825 | 14,431 |
| 2023-05-31 16:51 | 2023-05-26 | ULCC | Frontier Group Holdings, Inc. | Biffle Barry | Director, Officer | OPT+S | $8.24 | 269,590 | $2,222,015 | 1,044,956 |
| 2023-05-30 19:51 | 2023-05-25 | ULCC | Frontier Group Holdings, Inc. | Biffle Barry | Director, Officer | OPT+S | $7.86 | 94,280 | $740,805 | 714,546 |
| 2023-05-26 23:05 | 2023-05-26 | ALGT | Allegiant Travel Company | Anderson Gregory Clark | Officer | SELL | $100.00 | 4,033 | $403,300 | 131,690 |
| 2023-05-25 16:50 | 2023-05-24 | ULCC | Frontier Group Holdings, Inc. | Biffle Barry | Director, Officer | OPT+S | $7.81 | 23,800 | $185,861 | 601,684 |
| 2023-05-24 16:49 | 2023-05-22 | SNCY | Sun Country Airlines Holdings, Inc. | Trousdale William | Officer | OPT+S | $17.68 | 2,500 | $44,193 | 14,431 |
| 2023-05-16 23:29 | 2023-05-12 | SNCY | Sun Country Airlines Holdings, Inc. | Trousdale William | Officer | OPT+S | $18.16 | 3,476 | $63,129 | 14,431 |
| 2023-05-16 00:04 | 2023-05-12 | AAL | American Airlines Group Inc. | STEENLAND DOUGLAS M | Director | SELL | $13.99 | 3,950 | $55,262 | 31,686 |
| 2023-05-12 23:16 | 2023-05-11 | ALGT | Allegiant Travel Company | WILSON ROBERT PAUL III | Officer | SELL | $100.67 | 1,000 | $100,665 | 87,458 |
| 2023-05-10 22:55 | 2023-05-08 | SNCY | Sun Country Airlines Holdings, Inc. | Gyurci John | Officer | SELL | $18.01 | 1,012 | $18,231 | 10,488 |
| 2023-05-11 04:59 | 2023-05-09 | ULCC | Frontier Group Holdings, Inc. | Biffle Barry | Director, Officer | OPT+S | $8.03 | 150,700 | $1,210,287 | 574,484 |
| 2023-05-09 23:59 | 2023-05-05 | SNCY | Sun Country Airlines Holdings, Inc. | Davis Brian Edward | Officer | SELL | $17.60 | 1,337 | $23,531 | 13,112 |
| 2023-05-09 16:12 | 2023-05-08 | ULCC | Frontier Group Holdings, Inc. | Diamond Howard | Officer | OPT+S | $8.04 | 70,000 | $562,576 | 175,403 |
| 2023-05-09 16:13 | 2023-05-08 | ULCC | Frontier Group Holdings, Inc. | Biffle Barry | Director, Officer | OPT+S | $8.05 | 58,000 | $466,622 | 401,184 |
| 2023-05-08 23:22 | 2023-05-05 | ALGT | Allegiant Travel Company | WILSON ROBERT PAUL III | Officer | SELL | $107.58 | 1,080 | $116,189 | 88,458 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Air Transportation, Scheduled sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (4512) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Air Transportation, Scheduled
Every transaction in the Air Transportation, Scheduled industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.